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Conestoga Capital Advisors’s Vertex VERX Stock Holding History

Conestoga Capital Advisors’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,506,653
Closed -$50.1M – 125
2025
Q4 		$50.1M Sell
2,506,653
-36,347
-1% -$786K 0.84% 40
2025
Q3 		$63M Sell
2,543,000
-855,435
-25% -$24.8M 1.01% 38
2025
Q2 		$120M Buy
3,398,435
+450,695
+15% +$17.1M 1.77% 27
2025
Q1 		$103M Buy
2,947,740
+686,145
+30% +$31.3M 1.56% 25
2024
Q4 		$121M Sell
2,261,595
-18,695
-0.8% -$907K 1.6% 28
2024
Q3 		$87.8M Sell
2,280,290
-525,495
-19% -$19.4M 1.19% 31
2024
Q2 		$101M Sell
2,805,785
-1,045
-0% -$33.6K 1.52% 26
2024
Q1 		$89.1M Sell
2,806,830
-25,790
-0.9% -$696K 1.29% 36
2023
Q4 		$76.3M Buy
2,832,620
+452,840
+19% +$11.6M 1.15% 41
2023
Q3 		$55M Sell
2,379,780
-446,368
-16% -$9.19M 0.94% 43
2023
Q2 		$55.1M Sell
2,826,148
-80,773
-3% -$1.7M 0.87% 45
2023
Q1 		$60.1M Buy
2,906,921
+24,132
+0.8% +$372K 1.01% 41
2022
Q4 		$41.8M Sell
2,882,789
-26,975
-0.9% -$431K 0.78% 44
2022
Q3 		$39.8M Sell
2,909,764
-436,195
-13% -$5.53M 0.78% 45
2022
Q2 		$37.9M Buy
3,345,959
+7,050
+0.2% +$89.2K 0.69% 44
2022
Q1 		$51.2M Buy
3,338,909
+2,164
+0.1% +$30.3K 0.77% 44
2021
Q4 		$53M Buy
3,336,745
+664,495
+25% +$12.6M 0.69% 46
2021
Q3 		$51.4M Sell
2,672,250
-489,900
-15% -$9.48M 0.71% 45
2021
Q2 		$69.4M Sell
3,162,150
-29,845
-0.9% -$606K 1% 44
2021
Q1 		$70.2M Buy
3,191,995
+619,835
+24% +$19.4M 1.06% 43
2020
Q4 		$89.6M Buy
+2,572,160
New +$70M 1.43% 34

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Conestoga Capital Advisors's VERX Position: Q1 2026 in Review

Conestoga Capital Advisors sold out of Vertex (VERX) in Q1 2026, closing a stake of 2,506,653 shares — an estimated $50.1M sold.

Conestoga Capital Advisors first reported a position in VERX in Q4 2020 and held it in 21 quarters. The position peaked at $121M in Q4 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Conestoga Capital Advisors reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Conestoga Capital Advisors sold 2,506,653 Vertex shares in Q1 2026, an estimated $50.1M.
  • Conestoga Capital Advisors first reported a position in Vertex in Q4 2020 and held it in 21 quarters.
  • Conestoga Capital Advisors's Vertex position peaked at $121M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Conestoga Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.